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# Balance Sheet

GET https://app.termina.ai/api/v1/group/{group_id}/deal/{deal_id}/data/financials/balance-sheet

Get the balance sheet hierarchy for the company associated with the deal.

Reference: https://docs.termina.ai/api-reference/data/financials/get-balance-sheet

## Authentication

- `Authorization` header (bearer token, required) — Bearer authentication of the form `Bearer <token>`, where token is your auth token.

## Servers

- `https://app.termina.ai` (Production server, default)
- `https://app.termina.dev` (Development server)
- `http://localhost:8000` (Local development server)

## Request

### Path parameters

- `group_id` (integer, required)
- `deal_id` (integer, required)

## Response

### 200

Successful Response

- `freq` (enum, required) — The frequency of the balance sheet data.
  - Allowed values: `M`, `Q`, `A`
- `unit` (string, required) — The display unit for monetary values.
- `balance_sheet` (list of BalanceSheetEntry, required) — Flattened hierarchy of balance sheet nodes with imputed values. Category fields (level_1_category, level_2_category, subcategory) are only populated on leaf nodes to enable trivial aggregation by grouping. Intermediate/aggregate nodes have null categories and carry pre-computed subtotals in their value field.

## Errors

### 422 Unprocessable Entity Error

Validation Error

- `detail` (list of ValidationError, optional)

## Types

### BalanceSheetEntry

A single node/period row from the balance sheet hierarchy. The hierarchy includes both aggregate nodes (Assets, Current Assets, etc.) and leaf nodes (individual accounts like Chase Checking, Accounts Payable). Category fields (``level_1_category``, ``level_2_category``, ``subcategory``) are only populated on leaf nodes so consumers can aggregate by grouping leaves — e.g. ``df.groupby('level_1_category')['value'].sum()`` yields L1 totals without double-counting intermediate subtotals. BigTable stores the label as ``normalized_field_name``; the API exposes it as ``field``. The ``validation_alias`` lets Pydantic accept either key during deserialization while keeping the public contract unchanged.

- `field_id` (integer, required) — Unique identifier for the balance sheet node.
- `date` (string, required) — The period date of the entry.
- `field` (string, required) — Human-readable label for this node (e.g. 'Cash', 'Current Assets').
- `value` (double, required) — The monetary value for this node/period.
- `parent_field_id` (integer, optional, nullable) — Field ID of the parent node in the hierarchy, null for top-level categories.
- `level_1_category` (string, optional, nullable) — Top-level category (Assets, Liabilities, Equity). Only populated on leaf nodes to make aggregation trivial — group by this field to get L1 totals. Null for intermediate/aggregate nodes.
- `level_2_category` (string, optional, nullable) — Second-level bucket (Current Assets, Non-Current Liabilities, etc.). Only populated on leaf nodes — group by this field to get L2 subtotals. Null for intermediate/aggregate nodes.
- `subcategory` (string, optional, nullable) — Subcategory within the L2 bucket (Cash, Receivables, Short-Term Debt, etc.). Only populated on leaf nodes — group by this field to get subcategory subtotals. Null for intermediate/aggregate nodes.
- `forecast` (boolean, optional, default: false) — Whether this entry is a forecast (True) or an actual/historical value (False).

### ValidationError

- `loc` (list of ValidationErrorLocItems, required)
- `msg` (string, required)
- `type` (string, required)
- `input` (any, optional)
- `ctx` (ValidationErrorCtx, optional)

### ValidationErrorLocItems

### ValidationErrorCtx

## Examples

**Response**

```json
{
  "freq": "Q",
  "unit": "USD",
  "balance_sheet": [
    {
      "field_id": 42,
      "date": "2026Q1",
      "field": "Cash",
      "value": 500000,
      "parent_field_id": 10,
      "level_1_category": "Assets",
      "level_2_category": "Current Assets",
      "subcategory": "Cash",
      "forecast": false
    }
  ]
}
```

**SDK Code**

```python
import requests

url = "https://app.termina.ai/api/v1/group/1/deal/1/data/financials/balance-sheet"

headers = {"Authorization": "Bearer <token>"}

response = requests.get(url, headers=headers)

print(response.json())
```

```javascript
const url = 'https://app.termina.ai/api/v1/group/1/deal/1/data/financials/balance-sheet';
const options = {method: 'GET', headers: {Authorization: 'Bearer <token>'}};

try {
  const response = await fetch(url, options);
  const data = await response.json();
  console.log(data);
} catch (error) {
  console.error(error);
}
```

```go
package main

import (
	"fmt"
	"net/http"
	"io"
)

func main() {

	url := "https://app.termina.ai/api/v1/group/1/deal/1/data/financials/balance-sheet"

	req, _ := http.NewRequest("GET", url, nil)

	req.Header.Add("Authorization", "Bearer <token>")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(res)
	fmt.Println(string(body))

}
```

```ruby
require 'uri'
require 'net/http'

url = URI("https://app.termina.ai/api/v1/group/1/deal/1/data/financials/balance-sheet")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Get.new(url)
request["Authorization"] = 'Bearer <token>'

response = http.request(request)
puts response.read_body
```

```java
import com.mashape.unirest.http.HttpResponse;
import com.mashape.unirest.http.Unirest;

HttpResponse<String> response = Unirest.get("https://app.termina.ai/api/v1/group/1/deal/1/data/financials/balance-sheet")
  .header("Authorization", "Bearer <token>")
  .asString();
```

```php
<?php
require_once('vendor/autoload.php');

$client = new \GuzzleHttp\Client();

$response = $client->request('GET', 'https://app.termina.ai/api/v1/group/1/deal/1/data/financials/balance-sheet', [
  'headers' => [
    'Authorization' => 'Bearer <token>',
  ],
]);

echo $response->getBody();
```

```csharp
using RestSharp;

var client = new RestClient("https://app.termina.ai/api/v1/group/1/deal/1/data/financials/balance-sheet");
var request = new RestRequest(Method.GET);
request.AddHeader("Authorization", "Bearer <token>");
IRestResponse response = client.Execute(request);
```

```swift
import Foundation

let headers = ["Authorization": "Bearer <token>"]

let request = NSMutableURLRequest(url: NSURL(string: "https://app.termina.ai/api/v1/group/1/deal/1/data/financials/balance-sheet")! as URL,
                                        cachePolicy: .useProtocolCachePolicy,
                                    timeoutInterval: 10.0)
request.httpMethod = "GET"
request.allHTTPHeaderFields = headers

let session = URLSession.shared
let dataTask = session.dataTask(with: request as URLRequest, completionHandler: { (data, response, error) -> Void in
  if (error != nil) {
    print(error as Any)
  } else {
    let httpResponse = response as? HTTPURLResponse
    print(httpResponse)
  }
})

dataTask.resume()
```